CAP Partners LLC
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CAP Partners LLC’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

CAP Partners LLC’s Portfolio BTCI Stock Details BTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$281K Buy
8,327
+594
+8% +$18.1K 0.13% 137
2026
Q2 		$208K Buy
7,733
+520
+7% +$17.4K 0.1% 150
2026
Q1 		$236K Buy
7,213
+903
+14% +$33.9K 0.13% 135
2025
Q4 		$278K Buy
6,310
+2,807
+80% +$144K 0.16% 118
2025
Q3 		$208K Buy
+3,503
New +$215K 0.12% 139

Other funds holding BTCI

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Fullerton Advisors
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

CAP Partners LLC's BTCI Position: Q3 2026 in Review

CAP Partners LLC increased its NEOS Bitcoin High Income ETF (BTCI) stake by 7.7% in Q3 2026, buying an estimated $18.1K and bringing the position to 8,327 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #137.

CAP Partners LLC first reported a position in BTCI in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold BTCI as of Q3 2026.

  • CAP Partners LLC held 8,327 shares of NEOS Bitcoin High Income ETF worth $281K as of Q3 2026.
  • CAP Partners LLC bought 594 NEOS Bitcoin High Income ETF shares in Q3 2026, an estimated $18.1K.
  • NEOS Bitcoin High Income ETF made up 0.13% of CAP Partners LLC's portfolio in Q3 2026, its #137 holding.
  • CAP Partners LLC first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.